Form 8949 instructions-2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering your personal information at the top of Form 8949, including your name and taxpayer identification number.
3. In Part I, report all short-term capital gains and losses. For each transaction, fill in the description of property in column (a), date acquired in column (b), date sold in column (c), proceeds in column (d), cost or other basis in column (e), and any adjustments in columns (f) and (g).
4. For long-term transactions, switch to Part II and repeat the process for each transaction, ensuring you check the appropriate box at the top of each part.
5. Finally, review your entries for accuracy before saving or exporting your completed form directly from our platform.

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